Wealth Relationship Manager: Client Advocate & Growth

Manning & Napier, Inc; Columbus (OH); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k employer match

Paid volunteer days

Gym reimbursement

Job summary

Manning & Napier, Inc in Columbus, OH is seeking a detailed and proactive Relationship Manager. You will serve as the primary client advocate, overseeing their experience and contributing to business development activities. This position requires collaboration with a Wealth Management Advisory team and the ability to enhance client relationships.

The ideal candidate has at least 3 years of relevant experience, strong communication skills, and a commitment to achieving goals. Health, dental, and vision insurance, along with a competitive salary in the range of $60,000 - $85,000, are offered.

Qualifications

• 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm.
• Prior direct client relationship or sales experience.
• Series 7 and 66 required, or targeted within first year.

Responsibilities

• Serve as the primary point of contact for clients, overseeing their experience.
• Collaborate with Financial Consultants for client meetings.
• Facilitate materials preparation for client meetings.

Skills

Client Relationship Management

Financial Planning

Sales Collaboration

Communication Skills

Education

Bachelor’s degree in Finance, Business, Economics, or Pre-law

Tools

Envestnet

Salesforce

Charles Schwab

Job description

Manning & Napier, Inc in Columbus, OH is seeking a detailed and proactive Relationship Manager. You will serve as the primary client advocate, overseeing their experience and contributing to business development activities. This position requires collaboration with a Wealth Management Advisory team and the ability to enhance client relationships.

The ideal candidate has at least 3 years of relevant experience, strong communication skills, and a commitment to achieving goals. Health, dental, and vision insurance, along with a competitive salary in the range of $60,000 - $85,000, are offered.